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Disclosery

Prospect Financial Services LLC: XLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospect Financial Services LLC on XLV, newest first. How the timeline and the estimate are built.

Prospect Financial Services LLC held 23,956 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,956 shares
    Change vs previous 13F +5,306 shares

    1.93% of the 13F portfolio, value $3,800,857.

    13F-HR 0001951757-26-001121 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,650 shares
    Change vs previous 13F -2,503 shares

    1.67% of the 13F portfolio, value $2,734,350.

    13F-HR 0001951757-26-000734 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,153 shares
    Change vs previous 13F +2,861 shares

    1.88% of the 13F portfolio, value $3,274,429.

    13F-HR 0001951757-26-000392 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,292 shares
    Change vs previous 13F -2,463 shares

    1.46% of the 13F portfolio, value $2,545,770.

    13F-HR 0001951757-25-001308 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 20,755 shares
    Change vs previous 13F -2,702 shares

    1.74% of the 13F portfolio, value $2,797,636.

    13F-HR/A 0001951757-25-001057 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,457 shares
    Change vs previous 13F +12,464 shares

    1.9% of the 13F portfolio, value $3,424,918.

    13F-HR 0001951757-25-000322 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,993 shares
    Change vs previous 13F +3,256 shares

    0.83% of the 13F portfolio, value $1,512,302.

    13F-HR 0001951757-25-000107 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,737 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,191,699.

    13F-HR 0001951757-24-001039 filed by Prospect Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).